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Menta Capital’s WSFS Financial WSFS Stock Holding History

Menta Capital’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-15,090
Closed -$582K – 601
2019
Q1 		$582K Buy
15,090
+2,098
+16% +$87.2K 0.25% 144
2018
Q4 		$493K Buy
+12,992
New +$547K 0.18% 159
2015
Q4 		– Sell
-8,579
Closed -$247K – 956
2015
Q3 		$247K Sell
8,579
-9,860
-53% -$277K 0.04% 590
2015
Q2 		$504K Buy
+18,439
New +$469K 0.08% 405
2013
Q3 		– Sell
-12,360
Closed -$216K – 456
2013
Q2 		$216K Buy
+12,360
New +$205K 0.14% 302

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Menta Capital's WSFS Position: Q2 2019 in Review

Menta Capital sold out of WSFS Financial (WSFS) in Q2 2019, closing a stake of 15,090 shares — an estimated $582K sold.

Menta Capital first reported a position in WSFS in Q2 2013 and held it in 5 quarters. The position peaked at $582K in Q1 2019. 175 funds tracked by Wall St. Rank hold WSFS as of Q2 2019.

  • Menta Capital reported no remaining WSFS Financial position as of Q2 2019 after selling out during the quarter.
  • Menta Capital sold 15,090 WSFS Financial shares in Q2 2019, an estimated $582K.
  • Menta Capital first reported a position in WSFS Financial in Q2 2013 and held it in 5 quarters.
  • Menta Capital's WSFS Financial position peaked at $582K in Q1 2019.
  • 175 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2019.

Based on Menta Capital's 13F filing for Q2 2019, filed 7 Aug 2019.